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5030 Camino de la Siesta
Suite 406
San Diego, CA 92108

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Aim Financial

619-299-5870

 
Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.


Financial Planning with Knowledge, Integrity & Trust

At AIM Financial Consulting Group, we believe in planning first. Dan Foster, AIF®, CFP®, the founder of AIM has over 35 years of experience serving the planning and investing needs of clients. Whether it is through financial planning or retirement planning, our commitment is to develop custom solutions based on our full understanding of each client's needs. We are not a typical financial services firm. Clients choose us because we are personally committed to helping them reach their goals and protect their wealth by providing solutions that quite simply, just make sense. 


Aim Financial Consulting Group, The BBB Business Review

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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How federal estate taxes work, plus estate management documents and tactics.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Surprises

Making the most of surprises is a great reason to work with us.

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With alternative investments, it’s critical to sort through the complexity.

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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